SaaS Onboarding & Recruiting at Scale

Bootstrapped Web
SaaS Onboarding & Recruiting at Scale
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We’re back behind the mic today after a one-week hiatus. We had originally recorded an episode last week (which addressed current events) but decided not to publish it. Our hearts do go out to everyone in this time of chaos and uncertainty.

This week, we’re back, talking about business, bad habits, and kindergarten graduation parades. We’re talking about ProcessKit’s onboarding updates and one of their newest customers. We’re also talking about Jordan’s big problem and his recruiting and hiring issues.

Here are today’s conversation points:

  • Jordan’s big problem: putting off strategic tasks, but then having no energy
  • Brian’s early morning exercise schedule
  • Brian’s ProcessKit’s onboarding updates
    1. The various levels of customers
    2. Tools, widgets, checklists, and onboarding courses
    3. What each customer needs in order to be successful
  • Jordan’s recruiting and hiring process
    1. Their first (in a long time) fully remote hire
  • Brian’s newest customer experience
  • What to do with B2B SaaS these days?
    1. E-commerce platform issues

Resources/Links:

SunriseKPI

Productize

Audience Ops

ProcessKit  

Carthook 

As always, thanks for tuning in. Head here to leave a review on iTunes.

Navigating Stress & Distractions

Bootstrapped Web
Navigating Stress & Distractions
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The world is in chaos but we’re still here. Today we’re talking about some of the trends and the future of podcasting after some big news with The Joe Rogan Experience. We’re also going over some updates with Carthook, ProcessKit, and Audience Ops.

Here are today’s conversation points:

  • The big debate over Joe Rogan’s Spotify deal
  • Jordan’s (who is not soliciting for investments, SCC) fears over investors
  • ProcessKit’s onboarding course, not quite ready
  • Funding: social media ads, marketing partnerships (affiliates and referrals)
  • Jordan’s biggest deal ever…and he didn’t even talk to the prospect
  • Difficult clients in Audience Ops

Resources/Links:

Substack

SunriseKPI

Productize

Audience Ops

ProcessKit  

Carthook 

As always, thanks for tuning in. Head here to leave a review on iTunes.

What if we take some off the table?

Bootstrapped Web
What if we take some off the table?
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In today’s episode we’re talking about socializing with family friends and work during the pandemic, as well as the latest news and questions on our minds about the current status of tech and the world. PokerStars, weekly stand-ups, Facebook, and what reopening might look like. The big question on everyone’s mind is: “How long is this going to last?” In business news, we’re talking about Brian’s new ProcessKit course, and Jordan’s views on hiring.

Here are today’s conversation points:

  • Facebook news
  • Jordan’s most popular tweet ever
    • Taking on more money and the possibility of hitting zero
    • What is Clubhouse and why is it so big right now?
  • Serendipitous audio conversations versus Twitter versus podcasting
    • Private podcasts
  • Interesting new platforms: Substack
  • Updates on Brian’s new course about ProcessKit
  • Jordan’s views on hiring
  • Brian’s work on the sales demos

Resources/Links:

Clubhouse.io

Substack

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

Managing Customers & Managing Teams

Bootstrapped Web
Managing Customers & Managing Teams
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Welcome back! Brian and Jordan are back behind the mic. We’re talking about ProcessKit’s best month, and Brian’s excitement about moving forward and making progress. We’re also talking about Jordan’s experience with Carthook’s people coach and accidental faux pas with his leadership team.

Here are today’s conversation points:

  • ProcessKit’s best month with conversions
  • Jordan’s focus on hiring and salaries
  • Brian’s focus for ProcessKit: onboarding
  • Brian’s old blog posts
  • Setting up SEO
  • Jordan’s humbling experience with the people coach
  • Accidentally taking away authority
  • Brian’s support requests on ProcessKit

Resources/Links:

Ahrefs.com

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

As always, thanks for tuning in. Head here to leave a review on iTunes.

Remotely Working on Working Remotely

Bootstrapped Web
Remotely Working on Working Remotely
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We’re back for another episode of Bootstrapped Web. This episode is all about our thoughts on quarantine hair, having our kids at home, and working from home challenges. We’re talking about how to make working-from-home better, happier, and more productive.

This week’s ad is for Council.Club, which is an invite-only site that helps remote workers find like-minded people in order to expand their work community and collaborate together.

We also go over the issues stemming from working remotely while you go through the resignation and hiring process with your team. Jordan struggles with managing emotions and expectations remotely. Meanwhile, ProcessKit has a fantastic (and big) new feature in the works and Brian goes over his sales and onboarding goals.

Here are today’s conversation points:

  • How working from home has altered our schedules
  • Brian’s drive-arounds and how they’ve helped
  • Jordan’s stand-up desk
  • Friday realizations about productivity
  • This week’s ad: Council.Club
    • Top-Level Domains
    • Memberships and the vetting process
    • Landing pages for each type of cohort
  • Jordan’s issues with working remotely with his team
  • Going through the resignation and hiring process while working remotely
  • Brian ships conditional logic in ProcessKit
  • The importance of testing
  • Managing emotions and expectations remotely
  • Brian’s goals for sales and onboarding
  • Brian’s out-of-date welcome video

Resources/Links:

Council.Club

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

As always, thanks for tuning in. Head here to leave a review on iTunes.

Raising Our Game

Bootstrapped Web
Raising Our Game
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We’re back behind the mic and keeping the streak going during the quarantine. Today we’re updating each other on our energy levels on Day # Who-Knows-What of “quarantine life”, catching up on the latest news in our businesses, how we put pressure on ourselves, road maps, standards & communication, Shopify crises, and “sponsored ads.” Not to mention, Zoom poker nights, birthdays, and birthday bikes.

Here are today’s conversation points:

  • Help Founders (from Userlist): Get free advertising for your SaaS product on popular podcast shows — no hidden catch. Podcasters join forces to promote products built by their peers.
  • Helpspace.io: Team inbox, multiple inbound channels and flexible self-service sites are only a few of the features why you will love HelpSpace.
  • How we handle the guilt and pressure of multiple projects or multiple tasks
  • Shopify’s API going down
  • ProcessKit’s kanban board feature
  • ProcessKit’s future feature: forms
  • Jordan’s “People Coach”
  • Standards and communication
  • ProcessKit self sign-up trials

Resources/Links:

Userlist

Help Founders

Helpspace.io

Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

As always, thanks for tuning in. Head here to leave a review on iTunes.

People and Process

Bootstrapped Web
People and Process
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Most of us are hovering around week 5 of the quarantine. How are you holding up?

Today we’re talking about the lack of barbers and salons, the state of the economy, trends in our businesses and what we’ve seen in the market, the latest news on Carta, and updates on our businesses. We also address our thoughts on the future of e-commerce economy.

Here are today’s conversation points:

  • Who is going to be giving you a haircut during the quarantine?
  • The current state of the economy
  • Brian talks about his company’s stats during the quarantine
  • Carta’s 15% layoffs
  • It’s always a bull market, you just have to find where.
  • Jordan’s work on management at Carthook (and asking for help)
  • ProcessKit new feature: automated KanBan view/options
    • Defining audiences and how they will each see the KanBan feature
  • Onboarding processes and going back to square one with potential customers
  • Branding Productize, AudienceOps, and ProcessKit to be visually similar
  • Is our fate tied to Shopify’s fate?
  • Investments and stocks
  • Publishing content for Productize

Resources/Links:

YouProbablyNeedAHaircut.com

“Carta’s COVID-19 Layoff” and all-hands meeting, Henry Ward

Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

As always, thanks for tuning in. Head here to leave a review on iTunes.

Scrambled

Bootstrapped Web
Scrambled
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This is four weeks in a row now. Quarantine life is conducive to podcasting. Coronavirus has put people into precarious positions right now. What should be on our priority lists? How do you handle traumatic or dramatic events during a global crisis like Coronavirus? Especially while we’re all working remotely.

Today we’re talking about what’s going on behind the scenes at Carthook, Brian’s sense of Coronavirus urgency, and personnel and communication issues within a company (where to draw boundaries, what expectations are, and good practices), the Seder, shopping in masks, and being protein-driven.

Here are today’s conversation points:

  • Some happenings inside Jordan’s business
  • Coronavirus urgency and self-imposed pressure
  • Managing Jordan and managing chutzpah
  • Communication issues
  • How to heal from a work issue when working remotely
  • Negotiating between things you want to do versus time
  • ProcessKit Implementation Service
  • Ordering in versus Shopping In-Person

Resources/Links:

SunriseKPI

Productize

Audience Ops

ProcessKit

Carthook

As always, thanks for tuning in. Head here to leave a review on iTunes.

Day by Day

Bootstrapped Web
Day by Day
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It turns out when we work from home and we’re under quarantine, we can upload pretty consistently. Welcome back to the podcast, everyone. Things are still weird out there with COVID-19 and we’re just trying to take things day-by-day. Everything is so unstable and unpredictable. We’ll share fears and commiserate together.

Today we’re talking about how everything is connected, how the quarantine is affecting everything, the CARES Act for small businesses, and we’ll talk about more updates on what’s going on with Productize, ProcessKit, and CartHook.

Here are today’s conversation points:

  • Jordan talks about how the quarantine is affecting everyone (podcasts/podcasters, family, business owners, etc.)
  • The stimulus AKA the PPP Loan CARES Act
  • Who should get the money? Should some businesses not get the money?
  • The importance of not getting comfortable with any current success
  • Brian’s Productize and ProcessKit progress
  • ProcessKit Implementor
  • Jordan’s marketing and product progress
  • Powered by Search marketing agency
  • SEO, improving content, and quality over quantity for Productize
  • “Memories” of the glass wall

Resources/Links:

MicroConf PPP Overview

Gusto (All-In-One People/Payroll Platform)

Ben Horowitz: Peacetime vs Wartime CEO, YouTube Video

Simon Sinek’s All-Hands Zoom Meeting Video

Powered by Search B2B Marketing Agency

SunriseKPI 

Productize 

Audience Ops

ProcessKit  

Carthook  

As always, thanks for tuning in. Head here to leave a review on iTunes.

Compartmentalizing

Bootstrapped Web
Compartmentalizing
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Brian and Jordan here! Like most of the US, we’re settling into the second week of quarantine life. As time goes on, it feels like this whole thing is going to last even longer than we imagined. Today we’re talking about COVID-19 and how it has affected us directly: mentally, physically, emotionally, and fiscally. We also talk about running laps around the house, marketing, and content strategies.

Here are today’s conversation points:

  • Compartmentalizing and staying away from the news
  • Brian’s parents (and all of our parents)
  • Jordan’s wife’s negative test result
  • Thinking about the future
  • Jordan’s grandfather’s wise words
  • Jordan and Carthook’s past week
  • Brian, ProcessKit, Product Highs, and AudienceOps’ past week
  • Redesigning pricing pages, and marketing agencies
  • Content strategies, and top-of-funnel assets 
  • Active online groups, social media accounts, webinars, and video chat meetings
  • Showing versus telling on a home page, features page, and pricing page
  • One week at a time

Resources/Links:

SunriseKPI 

Audience Ops

ProcessKit  

Carthook  

As always, thanks for tuning in. Head here to leave a review on iTunes.